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JPMorgan: Demand for AI Infrastructure Supported by Rising Usage of Large Models and GPU Rental Prices

On July 3, JPMorgan's latest 'Data Center Observations' report indicated that in June, the usage of large models, API spending, and GPU rental prices from non-cloud vendors all strengthened simultaneously, suggesting that the demand for AI infrastructure continues to expand. Although the price of model tokens has continued to decline year-on-year, the growth in usage has clearly offset the impact of price reductions, leading to an overall improvement in the unit economics for model providers.

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